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PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$9.98
Change+$0.13 (+1.32%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Value Index Admiral
Price$82.42
Change+$0.99 (+1.22%)
VolumeN/A
Net Assets54.02B
PJARX vs VSIAX Comparison Chart
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PJARX vs. VSIAX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PJARX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. PJARX (1.06B). VSIAX pays higher dividends than PJARX: VSIAX (2.23) vs PJARX (0.98). PJARX was incepted earlier than VSIAX: PJARX (21 years) vs VSIAX (14 years). PJARX (1.46) is less costly to investors than VSIAX (0.07). PJARX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PJARX has a lower initial minimum investment than VSIAX: PJARX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.02 vs. PJARX (-11.79). VSIAX return over 5 years is better than : 64.97 vs. PJARX (14.21).
| PJARX | VSIAX | PJARX / VSIAX | |
| Total Expense Ratio | 1.44 | 0.07 | 2,057% |
| Annual Report Gross Expense Ratio | 1.46 | 0.07 | 2,086% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -7.598 | -4.234 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 54B | 2% |
| Annual Yield % from dividends | 0.98 | 2.23 | 44% |
| Returns for 1 year | -11.79 | 3.02 | -391% |
| Returns for 3 years | -15.55 | 12.14 | -128% |
| Returns for 5 years | 14.21 | 64.97 | 22% |
| Returns for 10 years | -22.13 | 82.86 | -27% |
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